A fractional CFO advisory for startups and SMEs — bringing structure to complex numbers, investor-focused financial models, and a clear financial narrative to support your next stage of growth. Strategy and clarity, exclusively advisory.
Runway & Burn
18.4 months
Our focus is dedicated entirely to strategic advisory — forward-looking, not backward-filing. A chartered finance partner helping startups and SMEs make sharper capital decisions and tell a stronger growth story.
20+ years of finance, accounting and financial leadership across MNCs, SMEs and start-ups — finance discipline built in the field, applied to your strategy.
Encrypted handling, least-privilege access, and read-only ledger connections. Your financials stay confidential and protected.
Fluent in venture metrics, runway, and fundraising. Advisory calibrated to your growth stage.
No tax filing, no audits, no conflicts. 100% of the engagement goes toward growth, capital, and clarity.
Drawn from 20+ years of finance leadership across MNCs, SMEs and start-ups — here are the advisory capabilities you tap into.
Building the financial backbone — close discipline, controls and reporting discipline that supports leadership and investor confidence.
Turning numbers into foresight — budgeting, forecasting and decision-support that connects strategy to the bottom line.
Selecting and rolling out finance systems and automation that scale — replacing manual effort with reliable, real-time data.
Modernising the finance function — automating workflows, integrating cloud tooling and turning manual processes into scalable, data-driven operations.
Every capability above feeds one outcome: sharper decisions, stronger numbers, and a clear financial narrative to support your next stage of growth.
Advisory experience spanning
Ongoing retainer advisory and fixed-scope project engagements — structured around your business stage.
For businesses needing foundational financial oversight and clarity.
For businesses scaling operations and seeking sharper financial visibility.
For businesses navigating complex financial decisions.
Advisory-only — no audit, no tax filing. We review, interpret and advise on management accounts prepared by your finance team. Pricing is transparent and determined after discovery.
A structured, transparent engagement process — no surprises, just results.
A complimentary session to explore fit, goals and finance priorities.
An informal review of your reporting, structure and gaps — to inform the right scope.
Tailored scope, deliverables and fixed pricing — agreed and signed before work begins.
Structured onboarding and delivery against your agreed milestones and reporting cadence.
Regular reporting, structured reviews and advisory access — within your agreed scope.
The things founders and owners usually ask before a first call.
A fractional CFO is focused on what comes next — capital strategy, financial planning, runway, and the numbers that boards and investors scrutinise — on a fractional basis. You get a CA/CPA-qualified partner in your corner, without the full-time commitment.
No. This is an advisory-only practice — no statutory audit, assurance, or tax filing, and no auditor–client relationship. That keeps the engagement conflict-free and focused entirely on growth, capital, and clarity. We work alongside your existing auditor and tax agent.
Secure handling: encrypted data, least-privilege access, and read-only connections to your cloud ledger wherever possible. Your financials stay confidential and are never shared beyond the engagement.
Primarily Xero and QuickBooks, with dashboards that pull live numbers straight from your ledger. If you're on another platform, we'll confirm fit during the strategy call.
It begins with a 30-minute strategy call to map your priorities and the right tier. From there, onboarding and your first dashboards are typically up and running within one to two weeks.
Yes — and it's expected to. As your business grows, we adjust scope, depth, and the advisory team behind you. Whether you're stepping up ahead of a fundraise or navigating a complex transaction, we'll proactively flag when it's time to recalibrate — rather than wait for you to ask.
Yes. Strategic-tier work — pitch deck financials, fundraising models, term sheet analysis, M&A due diligence support — is scoped per project with a fixed-fee quote and defined deliverables. No retainer required. Tell us what you need and we'll scope it during the discovery call.
Tiers are scoped to a typical workload for your stage — not metered per transaction, so a busy month won't trigger a surprise bill. If volume or scope steps up materially (a new entity or a raise), we'll agree a revised scope or a fixed-fee add-on with you up front, in writing.
Still have a question? Book a strategy call and we'll talk it through.
A no-obligation 30-minute conversation to understand your business and whether we're the right fit. No sales pitch — just an honest conversation.